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Stifel Financial shares owned by Beverly Hills Private Wealth

Quarter-by-quarter ownership of Stifel Financial (SF) shares owned by Beverly Hills Private Wealth from 13F filings

Historical chart of Beverly Hills Private Wealth investment in Stifel Financial

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All positions including Stifel Financial held by Beverly Hills Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stifel Financial by Beverly Hills Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $953k 12k 78.17
2023-12-31 $348k 5.0k 69.16

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Top funds holding Stifel Financial

Vanguard Group
BlackRock
Earnest Partners
Millennium Management
Stifel Financial
Alliancebernstein
Dimensional Fund Advisors
LSV Asset Management
Fisher Investments
Principal Financial Group
Jennifer Ranahan
Charles Schwab Investment Management
Norges Bank Investment Management
Bank of New York Mellon
Channing Capital Management

View all funds holding Stifel Financial